Auto Generate a send a switch car video task and phone call and email
H
Heather Vladislavich
When a vehicle of interest is sold, can the system automatically create follow-up tasks within the customer's profile? Ideally, this automation would:
Alert the assigned salesperson.
Create a video task prompting the salesperson to send alternative vehicle options.
Generate phone, email, and text follow-up tasks for the salesperson to complete.
Currently, these tasks must be created manually within each customer profile. Automating this process would improve efficiency and help ensure consistent follow-up with customers.
Thank you!
Shelby Parker
Thanks for sharing this, Heather Vladislavich — really helpful context. Totally hear you on the manual effort here, and how automating those follow-up tasks (alerting the assigned salesperson + auto-creating video/phone/email/text tasks when a vehicle of interest is sold) would make things a lot more consistent. I’m looping this into our team’s review, and we’ll follow up if we need any additional details from your side.